# UNIFIED SER TR ONEASCENT LARGE

UNIFIED SER TR ONEASCENT LARGE is a security (CUSIP 90470L527) tracked across SEC portfolio filings. 28 institutional managers reported $186.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: UNIFIED SER TR
- Class: ONEASCENT LARGE
- CUSIP: 90470L527
- 13F holders: 28
- 13F value: $186.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 28 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $97.2M | 2,835,799 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $40.0M | 1,168,065 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $12.5M | 304,411 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $6.2M | 150,498 |
| TrueWealth Advisors, LLC | BIRMINGHAM, AL | $5.4M | 132,384 |
| PATRON PARTNERS, LLC | HOUSTON, TX | $4.4M | 129,178 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $4.0M | 117,615 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | BIRMINGHAM, AL | $3.5M | 85,155 |
| [First Heartland Consultants, Inc.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $2.7M | 65,914 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $2.6M | 75,086 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $2.4M | 72,105 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $910K | 26,539 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $843K | 24,604 |
| [Security Financial Services, INC.](https://search.stillhousedata.com/firm/122050) | Fort Wayne, IN | $569K | 13,866 |
| [IFP Advisors, Inc](https://search.stillhousedata.com/firm/125112) | TAMPA, FL | $542K | 13,211 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90470L527.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.